Financial Consultant

Skills & Qualifications
Excellent communication and interpersonal skills
Strong customer service and relationship-building abilities
Self-motivated with a positive, coachable attitude
Goal-oriented with a desire to succeed in a performance-driven environment
Strong organizational and time management skills
Ability to work independently in a remote setting
Basic computer proficiency and comfort using virtual meeting platforms
Professional demeanor with high ethical standards and integrity
Sales, customer service, management, or leadership experience is a plus, but not required
High school diploma or equivalent required
Must be at least 18 years of age
Must be willing to obtain a state insurance license (licensing assistance provided)

Responsibilities:
Conduct virtual consultations to understand clients' financial goals and needs.
Educate individuals and families on financial strategies, including life insurance, retirement planning, wealth accumulation, and asset protection.
Develop customized financial solutions using products from leading insurance and financial institutions.
Build and maintain long-term client relationships through exceptional service and ongoing support.
Follow up with prospective and existing clients to ensure their financial plans remain aligned with their goals.
Maintain accurate client records and documentation in compliance with company and industry standards.
Participate in weekly training, coaching, and professional development to stay current on financial products and industry trends.
Work independently while collaborating with a supportive team to achieve personal and organizational goals.
Uphold the highest standards of integrity, professionalism, and client confidentiality in every interaction.